PWM
Prentice Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-591
| Closed | -$37K | – | 112 |
|
|
2022
Q2 | $37K | Buy |
+591
| New | +$37K | 0.04% | 77 |
|
|
2021
Q4 | – | Sell |
-591
| Closed | -$45K | – | 160 |
|
|
2021
Q3 | $45K | Hold |
591
| – | – | 0.02% | 179 |
|
|
2021
Q2 | $45K | Hold |
591
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $43K | Buy |
+591
| New | +$43K | 0.02% | 181 |
|